LIDCX | TRTIX | LIDCX / TRTIX | |
Total Expense Ratio | 1.74 | 0.68 | 256% |
Annual Report Gross Expense Ratio | 1.74 | 0.68 | 256% |
Fund Existence | 17 years | 10 years | - |
Gain YTD | 25.966 | 32.421 | 80% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1500 | 500000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 469M | 16.4B | 3% |
Annual Yield % from dividends | 2.23 | 2.28 | 98% |
Returns for 1 year | 21.09 | 27.64 | 76% |
Returns for 3 years | 55.93 | 80.13 | 70% |
Returns for 5 years | 63.37 | 99.59 | 64% |
Returns for 10 years | 65.98 | N/A | - |
1 Day | |||
---|---|---|---|
ETFs / NAME | Price $ | Chg $ | Chg % |
JRE | 23.65 | 0.10 | +0.44% |
Janus Henderson US Real Estate ETF | |||
GGUS | 60.79 | 0.06 | +0.11% |
Goldman Sachs MktBt Russell LgCpGrEqETF | |||
BENJ | 51.10 | 0.01 | +0.01% |
Horizon Landmark ETF | |||
EAGG | 47.35 | -0.04 | -0.08% |
iShares ESG U.S. Aggregate Bond ETF | |||
PFO | 9.27 | -0.01 | -0.11% |
Flaherty & Crumrine Preferred and Income Opportunity Fund |